Bank of America’s Simon Woo says South Korea’s KOSPI is at the start of a major bull market, likening it to early 2000s Gangnam real estate, and highlights a new memory chip upcycle driven by global AI demand and supply constraints, with significant upside for Korean tech firms.
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#KOSPI #BankOfAmerica #MemorySemiconductor #SamsungElectronics #AIUpcycle
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=91266
#YonhapInfomax
#KOSPI #BankOfAmerica #MemorySemiconductor #SamsungElectronics #AIUpcycle
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=91266
[Interview]BofA’s Simon Woo - “KOSPI Today Resembles Early 2000s Gangnam Apartment Market”
Bank of America’s Simon Woo says South Korea’s KOSPI is at the start of a major bull market, likening it to early 2000s Gangnam real estate, and highlights a new memory chip upcycle driven by global AI demand and supply constraints, with significant upside for Korean tech firms.